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Disclosery

XML Financial, LLC: DJIA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of XML Financial, LLC on DJIA, newest first. How the timeline and the estimate are built.

XML Financial, LLC held 271,811 DJIA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 271,811 shares
    Change vs previous 13F +211,680 shares

    0.44% of the 13F portfolio, value $6,017,894.

    13F-HR 0001725547-26-000254 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,131 shares
    Change vs previous 13F +30,177 shares

    0.1% of the 13F portfolio, value $1,265,156.

    13F-HR 0001725547-26-000139 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,954 shares
    Change vs previous 13F +16,375 shares

    0.05% of the 13F portfolio, value $658,986.

    13F-HR 0001725547-26-000074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,579 shares
    Change vs previous 13F -262,591 shares

    0.02% of the 13F portfolio, value $296,701.

    13F-HR 0001725547-25-004125 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 276,170 shares
    Change vs previous 13F +1,984 shares

    0.52% of the 13F portfolio, value $5,987,368.

    13F-HR 0001725547-25-003469 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 274,186 shares
    Change vs previous 13F +29,259 shares

    0.57% of the 13F portfolio, value $6,051,276.

    13F-HR 0001725547-25-001441 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 244,927 shares
    Change vs previous 13F -7,814 shares

    0.5% of the 13F portfolio, value $5,491,262.

    13F-HR 0001725547-25-000138 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 252,741 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $5,820,618.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).